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Clear Point Advisors’s Eaton ETN Stock Holding History

Clear Point Advisors’s Portfolio ETN Stock Details ETN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-5
Closed -$1.66K – 239
2024
Q3 		$1.66K Hold
5
– – ﹤0.01% 455
2024
Q2 		$1.57K Hold
5
– – ﹤0.01% 453
2024
Q1 		$1.56K Hold
5
– – ﹤0.01% 446
2023
Q4 		$1.2K Buy
+5
New +$1.1K ﹤0.01% 447

Other funds holding ETN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Clear Point Advisors's ETN Position: Q4 2024 in Review

Clear Point Advisors sold out of Eaton (ETN) in Q4 2024, closing a stake of 5 shares — an estimated $1.66K sold.

Clear Point Advisors first reported a position in ETN in Q4 2023 and held it in 4 quarters. The position peaked at $1.66K in Q3 2024. 2,279 funds tracked by Wall St. Rank hold ETN as of Q4 2024.

  • Clear Point Advisors reported no remaining Eaton position as of Q4 2024 after selling out during the quarter.
  • Clear Point Advisors sold 5 Eaton shares in Q4 2024, an estimated $1.66K.
  • Clear Point Advisors first reported a position in Eaton in Q4 2023 and held it in 4 quarters.
  • Clear Point Advisors's Eaton position peaked at $1.66K in Q3 2024.
  • 2,279 funds tracked by Wall St. Rank held Eaton as of Q4 2024.

Based on Clear Point Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.